A complete list of active advisors currently associated with Scherer Financial Advisory Services, LLC

Warmer can help you find a great advisor at Scherer Financial Advisory Services, LLC or one who fits your needs even better.

Scherer Financial Advisory Services provides portfolio management, limited financial planning, and general consulting primarily to individual and high-net-worth clients. The firm manages accounts on both discretionary and non-discretionary bases and delivers services such as asset allocation, investment selection, and periodic portfolio reviews. The firm says it builds a Client Profile and Investment Plan for each client, applying modern portfolio theory and a mix of strategies (long-term trading, selection of third‑party advisers, and options trading, including covered and uncovered positions). Investments used include mutual funds, fixed income, REITs and other real estate funds, ETFs (including precious metals), annuities, commodities, and non-U.S. securities; the firm also offers free educational seminars for clients. What differentiates this firm from many peers is its personnel and affiliation structure: certain representatives are licensed insurance agents who may sell insurance products (including annuities) and receive commission-based compensation, and the firm discloses a relationship with an affiliated accounting practice. The brochure notes these relationships — and the firm’s receipt of compensation from insurance sales and potential fee‑sharing with third‑party advisers — may present conflicts of interest, while also stating clients are not required to use those affiliated services.

To learn more about the advisors currently working at Scherer Financial Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.